9.25–10.1 ⚠️ Major weekly events ⚠️

9️⃣🈷️2️⃣5️⃣ Friday night｜US August durable goods orders + final value of the University of Michigan consumer sentiment

🚀 Good data: consumer resilience is still there, which is bullish for tech stocks (NVDA/MSFT/AAPL); bearish for BTC/ETH (rate-cut expectations continue to be delayed)

🔴 Data deficit: worries about a downturn are rising; tech stocks are under pressure, while crypto is more likely to attract safe-haven buy orders

⚠️ The Federal Reserve’s Williams, Schmid(t), and Hamar(k) all deliver remarks the same day—intraday volatility may be amplified

9️⃣🈷️2️⃣6️⃣ Saturday｜US stock market closed

🔴 Crypto liquidity is thin—watch out for weekend pin-drops. A sudden SEC statement and exchange black swans remain the biggest variables

9️⃣🈷️2️⃣7️⃣ Sunday｜No official data

Watch DRAM/SSD spot quotes. Last week DDR4 16Gb was flat at $50, while SSD/256GB (SATA3) fell 4.23% month-on-month. Overall storage spot prices were sideways to weak, directly affecting sentiment for SNDK and MU

9️⃣🈷️2️⃣8️⃣ Monday｜U.S. September Dallas Fed Manufacturing Index

🔴Good data: manufacturing is recovering marginally, positive for SNDK/MU

🔴Weak data: demand-side concerns intensify, putting pressure on storage stocks

For crypto, watch whether BTC/ETH ETF inflows continue last week’s pattern of “BTC roughly flat, ETH continuing to bleed”

9️⃣🈷️2️⃣9️⃣ Tuesday｜U.S. JOLTS job openings + September consumer confidence index

🔴Job openings above expectations: the labor market remains tight, rates are unlikely to come down, negative for BTC/ETH

🔴Job openings below expectations: rate-cut trades heat up, benefiting tech stocks + the crypto market

⚠️Consumer confidence prior reading was 121.2; if it weakens noticeably, consumer sectors will be under pressure

9️⃣🈷️3️⃣0️⃣ Wednesday Night｜This week’s most important: U.S. August PCE Price Index + Q2 final GDP + Micron earnings 🚨

🔴PCE above expectations (prior reading: core YoY growth 3.3%): inflation remains sticky, high rates continue, negative for NVDA/MSFT/SNDK/MU, negative for BTC/ETH

🔴PCE below expectations: rate-cut expectations rebound, positive for tech stocks, positive for the broader crypto market

🚨Micron Q4 earnings will also be released after the close on the same day. Market expects EPS of about $30.89 and revenue of about $50.4 billion. Good earnings = confirmation that the storage chain is in a healthy cycle; bad earnings = sentiment across the entire storage sector collapses

🔟🈷️1️⃣ Thursday｜China’s National Day holiday begins; A-shares are closed; Hong Kong stocks are closed for only one day

🔴After digesting Wednesday’s double shock from PCE + Micron, funds are likely to take profits or panic-sell

🔴For crypto, watch overnight ETF fund flows; keep an eye on ZEC and any shifts in privacy regulation

🔴NVDA has seen Jensen Huang continue to sell shares recently + the progress of integrating the Hugging Face acquisition, making market sentiment more sensitive

Key sentence 🚨

The biggest event this week is Wednesday’s PCE + Micron earnings hit on the same day: one decides the macro interest-rate direction, the other verifies the health of the storage chain.

For U.S. storage stocks, watch DRAM/SSD spot quotes; for crypto, watch ETF fund flows + any verbal comments from the SEC.

ZEC fears privacy regulation the most; SPCX moves with the broader crypto market

📈Brothers, if you have any questions, follow Brother Eagle—he does live streams at night from time to time to answer questions for everyone 🙋

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